William Harris has been Co-Founder / CEO of BIP Wealth since May 2007, is a control person of the firm and directly owns under 5% of it. William Harris holds a Master of Business Administration from Georgia State University and a Bachelor of Science from Georgia Institute of Technology.
Bip Wealth, LLC is an Atlanta, GA firm with $5.29B under management, 3,146 clients and 48 advisers across 5 offices, as of its September 2026 filing.
Bill Harris is Co-Founder and CEO of BIP Wealth. He has spent 30+ years in the financial services industry. His prior roles include Managing Director of Private Client Services at Charles Schwab & Co. and Relationship Manager and Business Development Officer at U.S. Trust.
William Harris’ longest registration is the current one, 19 years at BIP Wealth since 2007. Before joining BIP Wealth in 2007, William Harris was registered through Charles Schwab & Co., Inc.
- – · under a yearAlpharetta, GA · Adviser representative · Firm CRD 143208
- Bip Wealth, LLCCurrent– present · 19 yearsAlpharetta, GA · Adviser representative · Firm CRD 143208
- Charles Schwab & Co., Inc.– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 5393
Professional designations
Listed by BIP Wealth
- CFP®
Investment adviser representative registrations
William Harris is registered as an investment adviser representative in Georgia, since April 2007.
- GeorgiaSince 19 April 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2007 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 28 April 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 1991 |
| Series 7 | General Securities Representative Examination | 5 September 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Joseph Harris
- CRD
- 2166332
- Firm
- BIP Wealth · CRD 143208
- Role
- Co-Founder / CEO
- Office
- 2500 Northwinds Pkwy, Bldg III, Ste 100, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bipwealth.com
Where does William Harris work?
William Harris has been Co-Founder / CEO of Bip Wealth, LLC since May 2007, and is a control person of the firm.
Is William Harris a financial advisor?
Yes. William Harris has a current investment-adviser registration in Georgia, through BIP Wealth since April 2007.
How many years of experience does William Harris have?
William Harris has 21 years in the financial industry, since October 2005, across 2 adviser firms.
What exams has William Harris passed?
William Harris has passed 4 licensing exams: the Series 7, Series 63, Series 8 and Series 65. The earliest, the Series 7, was passed in September 1991.
Where did William Harris work before BIP Wealth?
Before BIP Wealth, William Harris was registered through Buckhead Investment Partners, LLC, July 2007 to April 2007; Charles Schwab & Co., Inc., March 2003 to September 2004.
Where is William Harris based?
William Harris’ registered office is in Alpharetta, GA.
Is William Harris registered with FINRA?
No. William Harris has no current broker registration.
Is William Harris a CFP?
BIP Wealth lists William Harris with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify William Harris’ record?
Search CRD 2166332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Harris’ full registration record.
